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New Member
posted May 26, 2020 12:17:49 PM

Is Turbo Tax mis-reading Saver’s Credit Form 8880 instructions?

I am over 18yr, not a student, and not claimed as a dependent.
My only income was $400 Sched C net earned income.
I contributed  $400 to a Roth IRA.
I also converted $37k Traditional to Roth IRA.
TT won’t allow me the Saver’s Credit; says my income is too high.
Seems to be looking at $37k as my income.
TT should be considering only my $400 as income because:
Form 8880’s  instructions say:
Don’t include ... Distributions from your eligible retirement plan . . . converted to your Roth IRA.”

Is TT mis-reading Form 8880 instructions?

0 2 722
2 Replies
Expert Alumni
May 26, 2020 12:53:07 PM

No, I am sorry to say that you are misreading the instructions.

 

Line 4 on form 8880 is used to reduce the amount of contributions you made to IRAs and retirement plans. That is, you can't get credit for contributions to an IRA or retirement plan while you're busy taking money out at the same time.

 

It is line 8 on the 8880 that you need to look at. What is the amount on line 8b on your 1040? I bet it is the $37k that you are talking about - and this is what disqualified you from the credit.

 

New Member
May 26, 2020 2:32:51 PM

Thank you for the clarification. 

Much appreciated.